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Client Testimonials

“I have been Satisfied with the returns on my investments placed with St. James's Place, via Mr Brough. He has always been approachable and good at explaining matters. I would be happy to recommend him as a source of financial advice.”

Anon

“We have found Steve Brough easy to approach and engage with and he has always been efficient and professional in his handling of our modest affairs. I would be more than happy to recommend his services to others.”

Anon

“Changing to St. James Place has been successful so far. Steve was very helpful in managing the changeover.”

Peter & Aileen

“Clear information , well presented in an informal manner has allowed me to make the necessary decisions on where I want my money invested.”

Mike

“Friendly, courteous and very professional; as are his staff.”

Anon

“I feel that Steve has all the personal attributes that one is looking for in a wealth investor. He is focused, energetic, reliable and totally trustworthy. His advice is tailored to your needs as he takes time to listen to what one has to say. Furthermore the personal touch from the one to one contact is something one does not receive from high street banks, and he has a motivated and friendly team supporting him at base.”

Mary

“I have always obtained a good service from you and delighted with everything regarding feedback of investments.etc.”

George & Maria

“I have found Steve's advice to be of a high quality, robust and client centred. He is honest and transparent in his dealings and attempts to describe complex financial matters in layman' s language.”

Anon

“I have taken advice from Steve on financial matters for more than 5 years and found this most beneficial. I find him very helpful and at tentative to my needs.”

Anon

“I would willingly recommend Steve Brough to anyone wishing sound Financial advice. He is approachable with a good common sense attitude, no "Jargon" and a very good communicator. ”

Andy Nisbet

“Since entrusting Steve Brough with my pension investments I have been more than satisfied with the professional and personal relationship I have experienced. I am more than happy to recommend Steve to anyone who has an interest in maximising their financial investments and wealth creation.”

Gordon & Lyn

“Steve Brough came to me by recommendation and has been a wonderful support to me in my concerns with pension and inheritance tax issues. He listens and seems to have understood my concerns and has always explained clearly and concisely the options available to me.”

Paul

“Steve Brough has a very easy manner when dealing with me and explains things when I do not understand. His friendly approach both on the telephone and in person makes me feel at ease at our yearly meetings.”

Caroline

“Steve is very helpful in every way possible.”

Anon

“Steve is very reliable and knows the business inside out. He will go out of his way to be of help where and when required.”

Anne

“Steve, gives great service, keeps you up to date with regular contact. You are a person to him not just a number.”

Syd

“Steven has been active in consideration of my personal circumstances. I know that I can call on him at any time to discuss my any changes I think would be relevant to my portfolio.”

Iain

“We have been extremely happy with Steve's attitude and commitment to looking after our financial planning. He is approachable, friendly and reassuring if we have any concerns . We look forward to having Steve as our financial adviser for many years to come....God willing!!”

Maggie

“We have been very satisfied with the service Steve has provided since our first consultation eight years ago. His advice and support has been greatly appreciated, especially during the downturns of recent years. He is always readily available should we require to speak with him. We are provided with regular financial updates and are confident that our finances are being managed effectively.”

George & Lorraine

“When starting my own company, there were many insurance policies I had to set up. Steve gave me sound advice and ensured that my requirements were met.”

Michael

“We have dealt with Stephen R. Brough for many years and have at all times felt his advice to be of good value. He has always delivered sound and most importantly trust worthy advice putting us as individuals foremost to the front. The service and support has always been exceptional and we would not hesitate to recommend Stephen to anyone.”

Salvatore & Janette Fileccia

“Stephen Brough, as my contact Partner of St. James’s Place, brings the most professional advice with much personal charm. He listens intently to my aspirations and always follows through with well researched solutions which are soundly based and give peace of mind. Regular reviews enable other topics, pertinent to the clients investment strategy to be discussed. It is a pleasure to form a long term relationship with Mr Brough.”

Joyce H. Irvine

“I have no hesitation in recommending the services provided by St. James’s Place, my personal transactions and account management have been ably handled by Steve Brough at the Bellshill (Scotland) Office who has proved to be great assistance in the administration of my financial affairs. The conduct and strategies of St. James’s Place have proved to be realistic and in all aspects have satisfied my personal requirements.”

Alex R. Smith

“Before Steve's involvement the portfolio was complex in that it had numerous products which were difficult to monitor their progress and progress reports consisted of reams of paper which were difficult to analyse. With Steve's focus on tailoring our portfolio to meet our specific needs, the number of products reduced dramatically, it is easier to review.”

Matthew D Baird

“I feel very confident with Steve's advice.”

Janice Lafferty

“Steve's investment advice has always been tailored to my personal goals. He is always available at short notice if I need to consult him; He is a very friendly individual who is enthusiastic about helping me with appropriate suggestions.”

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“Steve has given us the reassurance that he has our future interests and financial security at heart and has advised us accordingly despite us being 'small' investors. His and the Company’s clarity at this volatile time is to be applauded and is all anyone could ask for.”

Eleri & John Dutton

“Steve has given us sound financial advice during this present climate.”

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“Steve has given time to co-ordinate and bring together our investments, advice on retirement planning and pointing us in the right direction on inheritance advice. He has also been a reassuring voice in troubled times.”

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You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.